Probate and Estate Administration

If  you’ve recently lost a loved one, or are helping someone who has, we know this is a challenging time. We are here to help you with estate administration, New York probate and the inheritance process.

Step 1 - Initial consultation -- Our estate administration process begins with a no-fee Initial Telephone Consultation. When a loved one passes away, it is important that the fiduciary (Executor, Administrator or Trustee) seek legal counsel for guidance through the estate settlement process. Call us today at 212-843-4059 or text at 646-946-8327.

 

Step 2 - Fact finding stage -- We assist you, the fiduciary (Executor, Administrator or Trustee), in gathering the information we need for the preparation of various documents required for the administration of the estate or trust of the deceased.

Step 3 - Opening the Estate -- We will prepare and explain the necessary documents the Executor, Administrator and/or Trustee needs in order to acquire the legal authority to act as fiduciary. If the deceased individual died without a Will, we will file an administration proceeding in the applicable New York Surrogate's Court. If the deceased individual died with a Will, we will file a probate proceeding in the applicable New York State Surrogate's Court

Step 4 -- Managing the Estate --  Executors and Administrators are responsible for protecting all estate property until debts and taxes are paid. In general, Executors and Administrators have three responsibilities: (1) Collect, inventory, and appraise all the assets of the estate, (2) Pay the bills, taxes, estate expenses, and creditors of the decedent, and (3) Transfer property to the beneficiaries according to the Will or, if there is no Will, then according to the New York State laws of intestacy.

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Step 5 -- Settling the Estate. The final step of the process, the distribution of assets, occurs after the executor or administrator files an accounting with the court showing the inventory, value of assets and all money paid out of the estate up to that point. Once the court approves the accounting, the executor or administrator may distribute the remaining assets of the estate to the beneficiaries.

What will it cost?

There is no charge for the initial telephone consultation. We work on an hourly basis or a combination of fixed fees and hourly charges. 

Who are our typical clients?

We handle estate administration and probate matters across the entire spectrum of net worth.

Clarity begins with a conversation. Call: 212-843-4059.

ADLER & ADLER,PLLC

Wills, Trusts & Estates 

1180 6th Avenue

8th Floor

New York, New York 10036

212-843-4059

30 years of

EXPERIENCE

Text:  646-946-8327

We also see clients in Westchester (White Plains)  

and Long Island (Garden City). 

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Wills and Trusts Lawyer

Serving New York State: New York City including Manhattan (New York County); Brooklyn (Kings County); Bronx; Queens; Staten Island (Richmond County); Long Island (Nassau County and Suffolk County); Westchester County and Rockland County.

​​​​ © 2019 Adler & Adler, PLLC - Attorney Advertising.  The content on this site does not constitute legal advice. There is no attorney-client relationship created through the presentation of this website or your sending us any information about your activities or needs. The commencement of an attorney-client relationship requires  our mutual written agreement on terms of engagement.